Job Details

Director, Investment Counselor - Citi Private Bank

Join to apply for the Director, Investment Counselor - Citi Private Bank role at Citi

Director, Investment Counselor - Citi Private Bank

1 week ago Be among the first 25 applicants

Join to apply for the Director, Investment Counselor - Citi Private Bank role at Citi

The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.

Responsibilities:

• Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  
  

Qualifications:

• 15+ years of experience
• Extensive experience in providing investment advice and solutions.
• CFA, MBA degree or other advanced degree a plus.
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas.
• US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  
  

Education:

• Bachelor's/University degree, Master's degree preferred
  
  

Job Family Group:

Private Client Product Services

Job Family:

Investment Counselor

Time Type:

Full time

Primary Location:

San Francisco California United States

Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Jun 30, 2025

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi's EEO Policy Statement and the Know Your Rights poster.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Get notified about new Investment Advisor jobs in San Francisco, CA

Associate Vice President, Business Development

San Francisco, CA $200,000.00-$250,000.00 1 day ago

San Francisco, CA $125,000.00-$175,000.00 20 hours ago

Financial Solutions Advisor Registration Candidate- Napa, Marin, Sonoma Areas

Corte Madera, CA $28.00-$33.00 2 weeks ago

Investment Banking Analyst | Video Games

Senior Director, Therapeutic Area Analytics & Insights - Cardiovascular, Renal, and Metabolism (CVRM)

Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco

Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area

Castro Valley, CA $28.00-$33.00 2 weeks ago

San Francisco, CA $28.00-$33.00 2 weeks ago

Analyst, Technology Investment Banking - San Francisco, CA

San Francisco, CA $110,000.00-$120,000.00 20 hours ago

Financial Solutions Advisor- Peninsula Area

San Bruno, CA $70,000.00-$80,000.00 2 weeks ago

San Mateo, CA $100,000.00-$250,000.00 6 days ago

J.P. Morgan Wealth Management – Private Client Advisor - Corte Madera, CA (Marin County) and Surrounding Areas

Consumer Investments Market Leader - Greater Bay Area Region

San Francisco, CA $126,200.00-$169,400.00 5 days ago

J.P. Morgan Wealth Management – Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas

San Francisco, CA $125,000.00-$175,000.00 2 weeks ago

J.P. Morgan Wealth Management – Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)

Financial Solutions Advisor Registration Candidate - Oakland/Richmond Area

San Francisco, CA $100,000.00-$150,000.00 2 weeks ago

San Francisco, CA $48,000.00-$100,000.00 2 weeks ago

San Ramon, CA $90,000.00-$100,000.00 2 weeks ago

Banking, Investment Banking, Full Time Analyst, San Francisco Healthcare – USA, 2026

San Francisco, CA $80,000.00-$115,000.00 1 day ago

Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group

Financial Solutions Advisor Registration Candidate- Peninsula Area

San Francisco, CA $28.00-$33.00 2 weeks ago

Business Tax Manager - Consulting Focused

Financial Solutions Advisor- Peninsula Area

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr